Concurrent Investment Advisors, LLC EA SERIES TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
8,316
Previous 12,701 34.52%
Holding current value
$238 Million
Previous $361 Million 34.17%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-4,385 Reduced 34.52%
8,316 $238 Million
Q2 2025

Jul 25, 2025
BUY
N/A
19 Added 0.15%
12,701 $361 Million
Q1 2025

Apr 29, 2025
BUY
N/A
12,682 New
12,682 $344 Million
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